San Luis Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

San Luis Wealth Advisors’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.81M	Buy	127,851 +12,171	+11%	+$934K	1.48%	21
2026 Q1	$8.93M	Buy	115,680 +15,287	+15%	+$1.19M	1.48%	20
2025 Q4	$7.82M	Buy	100,393 +7,245	+8%	+$567K	1.31%	19
2025 Q3	$7.27M	Sell	93,148 -42,094	-31%	-$3.26M	1.31%	19
2025 Q2	$10.5M	Buy	135,242 +35,497	+36%	+$2.7M	2.25%	12
2025 Q1	$7.64M	Sell	99,745 -45,184	-31%	-$3.41M	1.73%	14
2024 Q4	$10.8M	Buy	144,929 +1,345	+0.9%	+$102K	2.05%	12
2024 Q3	$11.3M	Buy	143,584 +4,591	+3%	+$354K	2.32%	9
2024 Q2	$10.4M	Buy	+138,993	New	+$10.3M	2.5%	9
2022 Q2	–	Sell	-3,623	Closed	-$317K	–	100
2022 Q1	$317K	Buy	+3,623	New	+$306K	0.16%	117
2021 Q4	–	Sell	-4,054	Closed	-$363K	–	93
2021 Q3	$363K	Buy	+4,054	New	+$367K	0.2%	100
2020 Q4	$2.58M	Buy	+27,825	New	+$2.59M	1.67%	13

Other funds holding BIV

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCA

Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Brighton Securities Rochester, New York $233M AUM 15.96% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

San Luis Wealth Advisors's BIV Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Vanguard Intermediate-Term Bond ETF (BIV) stake by 11% in Q2 2026, buying an estimated $934K and bringing the position to 127,851 shares worth $9.81M. The position accounts for 1.48% of the portfolio, ranked #21.

San Luis Wealth Advisors first reported a position in BIV in Q4 2020 and has held it in 12 quarters since. The position peaked at $11.3M in Q3 2024. 191 funds tracked by Wall St. Rank hold BIV as of Q2 2026.

San Luis Wealth Advisors held 127,851 shares of Vanguard Intermediate-Term Bond ETF worth $9.81M as of Q2 2026.
San Luis Wealth Advisors bought 12,171 Vanguard Intermediate-Term Bond ETF shares in Q2 2026, an estimated $934K.
Vanguard Intermediate-Term Bond ETF made up 1.48% of San Luis Wealth Advisors's portfolio in Q2 2026, its #21 holding.
San Luis Wealth Advisors first reported a position in Vanguard Intermediate-Term Bond ETF in Q4 2020 and has held it in 12 quarters since.
San Luis Wealth Advisors's Vanguard Intermediate-Term Bond ETF position peaked at $11.3M in Q3 2024.
191 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.